# Instructions on how to install and integrate WhatsApp into Pipedrive

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The initial installation of the integration must be performed by a **user with administrator rights**.
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**Step 1: Install Whatсrm from the Pipedrive Marketplace**

* Open the [**Pipedrive Marketplace**](https://www.pipedrive.com/en/marketplace).

* In the search bar, type **Whatcrm** and select the app **WhatsApp by Whatcrm** from the results (as shown in the screenshot).

  <figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FOfmPzCWTr3okUXAzgRR3%2Fimage%20332.png?alt=media&#x26;token=cb204d51-6738-4e18-bacb-b025e32db756" alt=""><figcaption></figcaption></figure>

* Alternatively, you can go directly to the app's page by clicking [this link](https://www.pipedrive.com/en/marketplace/app/whats-app-by-whatcrm/3901a5b464e88c6f).

* Click **Authorize** to begin the installation process.

* You will be redirected to a permissions page. Review the permissions required by the app, then click **Allow and Install**.

  <figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FnQG8J95WmmP61W4oaQLs%2Fimage%20334.png?alt=media&#x26;token=11ede3c9-3e7a-45c5-920c-70b2275f58fd" alt=""><figcaption></figcaption></figure>

**Step 2: Connect Your WhatsApp Number**

* Once the app is installed, navigate to the **application settings** in Whatcrm.
* Click on the button labeled **Create Connection**.

  <figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FBoLImpfrgn8C6KmdS2oD%2FGroup%20310.png?alt=media&#x26;token=fabea1db-249f-4ec5-832a-953978c72028" alt=""><figcaption></figcaption></figure>
* A QR code will appear on your screen. Open WhatsApp on your phone, go to **Linked Devices**, and scan the QR code.

  <figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2FgCx87H1u82nGFtXk1Sx5%2Fimage%20337.png?alt=media&#x26;token=d879a55e-a23f-4e42-afae-cfd986b16b32" alt=""><figcaption></figcaption></figure>
* Once the QR code is successfully scanned, your WhatsApp will be connected.

**Step 3: Configure Your WhatsApp Integration After scanning the QR code:**

* You will be directed to a window where you can adjust the connection settings.<br>

  <figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2F4ZatKFHhrAwRoYhFHxcM%2Fimage%20338.png?alt=media&#x26;token=2980962b-e0f4-4d39-b6f9-8b71251dbee0" alt=""><figcaption></figcaption></figure>
* Choose the parameters that fit your specific needs (such as deal or lead creation, contact assignment, etc.).
* Click **Save Settings**.

**Adding the Integration for Other Users:**\
\
To grant access to regular users, follow these steps:<br>

<figure><img src="https://1360887499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb61nIKR97C88XZEX04cC%2Fuploads%2F6svH6mZ2CxjsiT2c7sIX%2FGroup%20335.jpg?alt=media&#x26;token=14b96ffe-08e6-40f9-a883-748c7fbc3960" alt=""><figcaption></figcaption></figure>

1. Go to the integration settings.
2. Click the **Manage Users** button.
3. Select the desired users.
4. Click **Save**.

That’s it! Your WhatsApp integration is now ready. You can start communicating with your clients directly from Pipedrive, using deals, contacts, or organization cards.